HVP
Hudson Value Partners Portfolio holdings
AUM
$290M
1-Year Est. Return
20.11%
1 Year Est. Return
+20.11%
AUM
$290M
AUM Growth
+$23.4M
(+8.8%)
Holding
113
Top Buys
| 1 | +$3.75M | |
| 2 | +$1.63M | |
| 3 | +$1.56M | |
| 4 |
Amgen
AMGN
|
+$1.12M |
| 5 |
iShares MSCI Brazil ETF
EWZ
|
+$852K |
Top Sells
| 1 | +$2M | |
| 2 | +$1.8M | |
| 3 | +$1.71M | |
| 4 |
Rio Tinto
RIO
|
+$1.25M |
| 5 |
Costco
COST
|
+$1.14M |
Sector Composition
| 1 | Technology | 26.23% |
| 2 | Financials | 17.13% |
| 3 | Industrials | 13.16% |
| 4 | Communication Services | 10.26% |
| 5 | Healthcare | 8.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Berkshire Hathaway Class B
BRK.B
$1.06T
| $21M | 7.25% |
43,260
+844
|
|
||
2
Microsoft
MSFT
$3.82T
| $15.3M | 5.27% |
30,736
-1,654
|
|
||
3
Apple
AAPL
$3.74T
| $13.8M | 4.77% |
67,378
-2,261
|
|
||
4
Alphabet (Google) Class A
GOOGL
$3.06T
| $13.3M | 4.57% |
75,230
+1,001
|
|
||
5
Visa
V
$664B
| $8.29M | 2.86% |
23,344
+221
|
|
||
|
6
Costco
COST
$415B
| $8.03M | 2.77% |
8,109
-1,148
|
|
||
7
NVIDIA
NVDA
$4.46T
| $7.89M | 2.72% |
49,969
+4,016
|
|
||
8
Builders FirstSource
BLDR
$13.5B
| $7.05M | 2.43% |
60,386
+1,355
|
|
||
9
Markel Group
MKL
$23.9B
| $6.94M | 2.4% |
3,476
+188
|
|
||
10
ASML
ASML
$400B
| $6.07M | 2.09% |
7,569
+1,946
|
|
||
11
MDU Resources
MDU
$3.92B
| $5.82M | 2.01% |
349,122
+5,693
|
|
||
12
Corning
GLW
$72.4B
| $5.74M | 1.98% |
109,209
+665
|
|
||
|
13
Alphabet (Google) Class C
GOOG
$3.07T
| $5.73M | 1.98% |
32,311
-342
|
|
||
|
14
Amgen
AMGN
$161B
| $5.53M | 1.91% |
19,799
+4,027
|
|
||
15
ESAB
ESAB
$7.4B
| $5.51M | 1.9% |
45,737
+1,033
|
|
||
16
Dell
DELL
$100B
| $5.42M | 1.87% |
44,200
-669
|
|
||
17
Vanguard Total Stock Market ETF
VTI
$543B
| $5.39M | 1.86% |
17,730
-6,596
|
|
||
18
Qualcomm
QCOM
$176B
| $5.17M | 1.78% |
32,446
-872
|
|
||
19
Johnson & Johnson
JNJ
$465B
| $5.15M | 1.78% |
33,722
-4,602
|
|
||
|
ECG
20
Everus Construction Group
ECG
$4.51B
| $5.11M | 1.76% |
80,361
+1,347
|
|
||
21
JPMorgan Chase
JPM
$810B
| $5.09M | 1.76% |
17,557
+2,210
|
|
||
22
Fidelity National Financial
FNF
$15B
| $5.07M | 1.75% |
90,430
+1,366
|
|
||
23
Franco-Nevada
FNV
$39.3B
| $5.04M | 1.74% |
30,732
-786
|
|
||
24
Merck
MRK
$212B
| $4.88M | 1.68% |
61,683
-21,628
|
|
||
|
AMTM
25
Amentum Holdings
AMTM
$5.45B
| $4.38M | 1.51% |
185,701
-2,582
|
|